Assigning an approval policy determines the number and level of approvals required to approve an action. 

There are 20 approval policies that allow you to set up to 5 approval levels (A, B, C, D, and E). 

You should select a combination of policies based on the number of administrators and users in your business.

For example

As the administrator, you might have level A approval. Since your accountant needs to approve certain actions related to your organization's account groups, you may decide to assign them a level B approval. This way, every action is verified by the right authority in your business.

To view approval policies:

1. Sign in to Internet Banking Solutions for Businesses.
2. In the left menu under Administration, click Manage access.
3. Select the Approval policies tab.

Watch our demo to learn how to manage approval rules.

Good to know

Different job roles can have the same approval level.